We understand that you, as a business owner, face a range of challenges and opportunities that affect not only the success of your business enterprise, but also your personal wealth. Whatever the end goals for your business enterprise and your personal wealth, integrated financial and tax planning is critical to enhance value for you, your family and your business enterprise.

We are experienced in helping business owners and their business enterprises to evaluate the potential tax consequences of various business and personal wealth decisions, keeping in mind the complex relationships and objectives among you as the business owner, your private business enterprise, your family office, and employees of your business enterprise/family office.

TAX PLANNING SERVICES

We provide the following tax planning services to the business owners and their business enterprises to ensure that their personal and corporate financial affairs will be dealt with in the most tax efficient and integrated manners:

RETURN PREPARATION SERVICES

We offer a full range of Canadian personal and corporate tax compliance services to help you, you family and your business enterprise meeting all the tax compliance and reporting requirements, including

Preparation of tax returns for individuals and trusts, information returns, tax elections, tax estimates and installments, including supporting computation for safe income or foreign affiliate surplus balances, where applicable

Advice on the benefits of tax deferral and the timing of expense claims

The knowledge we gain in preparing the tax returns should also allow us to proactively identify opportunities to help you better manage the tax burdens for you, your family and your business enterprise.

Whether you are a self-employed running your own business or a professional such as a legal counsel, medical doctor, dentist, optometrist, or chiropractor managing your own practice, you face a range of challenges and opportunities that affect not only the success of your business/practice, but also your personal wealth. Whatever the end goals for your business/practice and your personal wealth, integrated financial and tax planning is critical to enhance value for you, your family and your business/practice.

We are experienced in providing personal financial planning and tax advisory services to help self-employed individuals/practitioners to evaluate the potential financial and tax consequences of various business and personal wealth decisions.

TAX PLANNING SERVICES

We provide the following consulting services through the many different stages of your business and life cycles to ensure that your financial affairs will be dealt with in the most tax efficient manners.

Claudia Ku CPA, CA is a member of TaxConnections, a community of worldwide leading tax experts. Each member firm of TaxConnections is a separate and independent legal entity. Claudia Ku CPA, CA is not responsible or liable for any acts or omissions of TaxConnections or any other member of TaxConnections. Claudia Ku CPA, CA disclaims any and all responsibility or liability for acts or omissions of TaxConnections or any other TaxConnections member.